Offering educational sessions to my clients to understand the investment options available for their accounts. I work with people who are experiencing life changing events such as retirement, life after divorce, a new career path following the changes in the economy due to the pandemic as well as those who want to take control of their investments. Examples of account serviced are 401K, ROTH IRA, Traditional IRA, Rollover IRA, Qualified and Non-Qualified investments. Securities offered through LPL Financial, member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of States in which I am registered to do business, please visit davidwharram.com
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Fe, NM area, Jennifer Schroeder will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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